Adding detail window templates

Use the Templates window to add new Detail Window templates. A Detail Window template is a set of default values for lines on the Detail Window. They can be used to enter data more quickly by automatically assigning values.

To create a new Detail Window template:

1. Click the Templates button.
2. Click the Add button above the Templates list.
3. Enter an ID and Description for the template.
4. Add lines to the template.
5. Add fields for each line of the template.
6. Click the Save button.

 


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